Insurance Sales Agent - Life & Investments

Placements24; Centurion; Ibrido; ZAR 180.000 - 300.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary

Uncapped commission

Incentive programs

Comprehensive training

Career growth opportunities

Marketing support

Descrizione del lavoro

Placements24 is seeking an Insurance Sales Agent in Centurion to specialize in life insurance and investment products. You will prospect, advise, and tailor financial solutions to meet long-term client goals.

This role emphasizes building trust and rapport, explaining complex products, and maintaining strong client relationships while pursuing sales targets.

Competenze

• Proven experience in sales, preferably within financial services or insurance.
• Strong understanding of life insurance, annuities, and investment principles.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and establish trust with a diverse clientele.
• Must possess regulatory licenses (FAIS accreditation) or be willing to obtain them.
• Self-motivated with a results-oriented approach to sales in Centurion.

Mansioni

• Proactively identify and engage potential clients through various lead generation channels.
• Conduct thorough needs analysis to understand clients' financial situations, goals, and risk tolerance.
• Present and explain complex life insurance and investment products in a clear and understandable manner.
• Develop and implement personalized financial plans and proposals for clients.
• Manage a sales pipeline, track progress, and consistently meet or exceed sales targets.
• Provide ongoing support and service to existing clients, fostering long-term relationships.

Conoscenze

Sales

Communication

Interpersonal skills

Presentation skills

FAIS accreditation

Descrizione del lavoro

About the Role

Our client is seeking a motivated and client-focused Insurance Sales Agent to specialize in Life Insurance and Investment Products in the vibrant area of Centurion . You will be responsible for prospecting, advising, and selling tailored financial solutions to meet clients' long-term needs. This role requires building trust and rapport with potential clients, understanding their financial goals, and recommending appropriate insurance and investment strategies. Joining our client means becoming part of a supportive sales environment dedicated to helping individuals and families secure their financial future through expert guidance and personalized service.

Key Responsibilities

• Proactively identify and engage potential clients through various lead generation channels.
• Conduct thorough needs analysis to understand clients' financial situations, goals, and risk tolerance.
• Present and explain complex life insurance and investment products in a clear and understandable manner.
• Develop and implement personalized financial plans and proposals for clients.
• Manage a sales pipeline, track progress, and consistently meet or exceed sales targets.
• Provide ongoing support and service to existing clients, fostering long-term relationships.

Requirements

• Proven experience in sales , preferably within the financial services or insurance industry.
• A strong understanding of life insurance, annuities, and investment principles.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and establish trust with a diverse clientele.
• Must possess required regulatory licenses (e.g., FAIS accreditation) or be willing to obtain them.
• Self-motivated with a results-oriented approach to sales, working effectively in Centurion .

Benefits

• Competitive base salary plus uncapped commission earnings.
• Incentive programs and rewards for achieving sales milestones.
• Comprehensive training on products, sales techniques, and financial planning.
• Opportunities for career growth into leadership and management roles.
• Access to a strong client base and marketing support.